Northeast Financial Consultants’s American Express AXP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$513K Sell
2025
Q1
$443K Hold
2024
Q4
$489K Buy
2024
Q3
$229K Buy
2019
Q4
Sell
2019
Q3
$321K Hold
2019
Q2
$335K Hold
2019
Q1
$297K Buy